Uniwealth Advisors, Inc.
Uniwealth Advisors, Inc. is an SEC-registered wealth manager with $373.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Uniwealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138009, SEC 801-66275, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $373.2M (2026-03-11)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 9
- CRD
- 138009
- Ownership
- FANFANI, STEFANO, UBALDO; TETZELI, JOHN, PAUL
How much AUM does Uniwealth Advisors, Inc. have?
Uniwealth Advisors, Inc. reported $373.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Uniwealth Advisors, Inc.?
Disclosed owners and executives of Uniwealth Advisors, Inc. include FANFANI, STEFANO, UBALDO, TETZELI, JOHN, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.